TOP 10 Family financial planning in Thousand Oaks, CA
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Allstate Financial Services
Allstate Financial Services is an insurance agency located at 3075 Thousand Oaks Boulevard in Thousand Oaks, California. As a trusted provider of insurance services, Allstate Financial Services offers a wide range of products to help individuals and families protect their assets and plan for the future. With a team of knowledgeable agents, customers can expect personalized service and expert advice to meet their insurance needs. Whether you're looking for auto, home, life, or other types of insurance coverage, Allstate Financial Services is dedicated to helping you find the right solutions for your specific situation. Visit their office in Thousand Oaks or contact them by phone to learn more about their offerings and how they can assist you in securing your financial future.
Pence Wealth Management - Financial Advisors
Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.
Retirement Planning Associates, Inc.
Retirement Planning Associates, Inc. is a finance institution located at 200 North Westlake Boulevard in Thousand Oaks, California. Our team of experienced professionals is dedicated to helping individuals and families plan for a secure and comfortable retirement. We offer a range of services including investment management, retirement income planning, and estate planning. Whether you are just starting to save for retirement or are nearing the end of your working years, we are here to provide personalized guidance and support to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.
Edward Jones - Financial Advisor: James Shipe
Edward Jones - Financial Advisor: James Shipe is a reputable financial institution located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Specializing in personalized financial planning and investment services, James Shipe and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: James Shipe provides expert advice and guidance to individuals, families, and businesses looking to grow and protect their wealth. Contact them today to schedule a consultation and start planning for a brighter financial future.
WealthSource Partners, LLC Thousand Oaks
WealthSource Partners, LLC in Thousand Oaks, California, is a finance institution located at 3255 Old Conejo Road, Suite 107. Our dedicated team of financial advisors is committed to helping clients solve their toughest financial challenges and achieve their goals. We offer investment management, financial planning, retirement income planning, and tax planning services to local families. Our founder, Alan, is passionate about helping business owners and entrepreneurs make informed decisions about their assets for security, growth, and inter-generational continuity. With a background in mathematics and military service, Alan brings a unique perspective to wealth management. Our team includes Client Relationship Associates like Michael, who bring expertise in office management and business administration. We also have financial planners like Zak, who specialize in helping business owners navigate their financial lives. With a focus on personalized financial solutions and a commitment to our clients' success, WealthSource Partners is here to help you achieve financial clarity, confidence, and action. Contact us today to learn more about how we can help you reach your financial goals.
Medicare Planning of California
Welcome to Medicare Planning of California, your trusted local insurance agency specializing in Medicare and health insurance solutions. Conveniently located at 30 Fallbrook Avenue, Thousand Oaks, California, we are dedicated to helping you navigate the complexities of healthcare coverage. Our primary focus is on providing personalized Medicare plans that cater to your unique needs. As experienced insurance brokers, we advocate for the best possible coverage to ensure you receive effective and affordable health insurance. Whether you're seeking individual coverage or plans for the entire family, we conduct thorough analyses to find the optimal plan that aligns with your lifestyle and budget.
Magaldi Financial Services
Welcome to Magaldi Financial Services, your trusted partner in comprehensive financial management located in the heart of Thousand Oaks, California. Situated at 206 Bainbridge Court, our firm is dedicated to providing expert financial solutions tailored to meet the unique needs of individuals, families, and businesses. At Magaldi Financial Services, we pride ourselves on offering a wide range of services including financial planning, investment management, tax strategies, retirement planning, and estate planning. Our team of experienced professionals is committed to guiding you through every financial decision with personalized attention and strategic insight.
Aaron Keeley - State Farm Insurance Agent
Aaron Keeley - State Farm Insurance Agent is a licensed insurance agency located at 500 East Esplanade Drive in Oxnard, California. Our office is situated on the twelfth floor of the City Bank building, allowing us to serve clients in Oxnard, Goleta, Santa Barbara, Camarillo, Ojai, Ventura, Thousand Oaks, Moorpark, Fillmore, and surrounding areas. Additionally, we are licensed to do business anywhere in the state of California, offering free insurance quotes online and virtual consultations. Aaron Keeley, the founder of the agency, started his State Farm career in New Mexico and relocated to Ventura County in 2021. He is dedicated to providing exceptional service to clients, ensuring they have the proper coverage for their homes, vehicles, health, life, and pets. The team at Aaron Keeley State Farm values building strong relationships with customers, offering clear communication, and personalized financial protection options.
Farmers Insurance - Jill Mongeon
Farmers Insurance - Jill Mongeon is a trusted insurance agency located at 99 North Reino Road in Thousand Oaks, California. With over 55 years of experience as a California resident, Jill Mongeon is proud to serve Ventura, LA, and Santa Barbara Counties, as well as the surrounding areas. The agency specializes in providing exceptional service and understanding your insurance needs. Whether you're looking for auto, home, renters, life, or business insurance, Jill Mongeon and her team are dedicated to helping you understand your coverage options and find the most affordable premiums. Conveniently located in the local Trader Joe's Shopping Center near Newbury Park High School, the agency is easily accessible to residents of Lake Sherwood, Dos Vientos, Westlake, Agoura Hills, and Thousand Oaks. The team at Jill Mongeon Insurance & Financial Services treats their clients like family, offering dedicated annual policy reviews to ensure that you have a complete understanding of your insurance needs.
Susan Erkfritz - State Farm Insurance Agent
Susan Erkfritz - State Farm Insurance Agent is an insurance agency located at 501 Marin St, Thousand Oaks, California, United States. With over 30 years of experience, Susan Erkfritz and her team offer a wide range of insurance services including Auto, Homeowners, Renters, Business, Life Insurance, and now, Pet Insurance. The agency is committed to helping families protect their furry loved ones and offers a kid and pet-friendly office environment. Susan Erkfritz is dedicated to serving the community and is actively involved in supporting local schools, charities, and organizations such as Manna, the local food bank. She holds multiple degrees and insurance credentials, ensuring that she can provide the best service to her clients.
Jessica Sawyer - State Farm Insurance Agent
Jessica Sawyer - State Farm Insurance Agent is an insurance agency located at 175 East Wilbur Road in Thousand Oaks, California, United States. Conveniently situated next to Daland Swim and around the corner from Whole Foods, we are here to help you with all of your insurance needs. Whether you are looking for auto, life, homeowners, or small business insurance, our experienced team is dedicated to providing you with the best coverage options. March is a great time to make plans for the future, and being prepared for emergencies is essential. Consider investing in life insurance for added protection in 2024. Our team, led by Jessica Sawyer, is committed to helping you and your family stay protected and secure.
Sheila Tan | GlobalGreen Insurance Agency of California
Sheila Tan | GlobalGreen Insurance Agency of California is a leading health insurance agency located at 1323 Newbury Road in Thousand Oaks, California. Our dedicated team specializes in providing comprehensive insurance solutions to meet the unique needs of individuals and families. With a focus on customer service and personalized care, we strive to ensure our clients have the coverage they need to protect their health and well-being. Contact us today to learn more about our services and how we can help you find the right insurance plan for your needs.
Park West Insurance Services
Park West Insurance Services is a leading health insurance agency located at 2450 East Thousand Oaks Boulevard in Thousand Oaks, California. With a commitment to providing top-notch insurance services, Park West Insurance Services offers a wide range of health insurance options to meet the diverse needs of individuals and families. Their team of experienced professionals is dedicated to helping clients find the best insurance coverage at competitive rates. Whether you are looking for individual health insurance or group health plans, Park West Insurance Services is here to assist you every step of the way. Visit their office today to learn more about their comprehensive insurance solutions.
HUB International
HUB International is an insurance agency located at 3585 Maple Street in Ventura, California, United States. This office is the newest addition to Hub International’s Central Coast family of insurance professionals. The Ventura office was established in December 2009 when Hub acquired the former Ogilvy Hill insurance company, which merged with Hub’s Westlake Village and Thousand Oaks offices. Additionally, the Ventura office also includes the Laubacher Insurance Agency, which was acquired by Hub in March 2014. Laubacher Insurance Agency has a long history, dating back to 1903 when it was founded by the grandfather of one of the Company’s former principals. The HUB Ventura insurance office provides a wide range of insurance services, catering to various industries such as agriculture, ranching, arborists, gaming, construction, technology, and real estate. Services offered include property and casualty, life and health, employee benefits, investment, and risk management solutions. The office also offers claims management and employee benefits consulting resources.
Get Benefits Insurance Services Inc.
Get Benefits Insurance Services Inc. is a trusted health insurance agency located at 246 Lombard Street in Thousand Oaks, California. Our team of experienced professionals is dedicated to helping individuals and families find the best insurance coverage to meet their needs. Whether you are looking for health, dental, vision, or life insurance, we are here to provide personalized guidance and support. With a focus on customer satisfaction and quality service, Get Benefits Insurance Services Inc. is committed to helping you navigate the complex world of insurance and find the right plan for you. Visit us today to learn more about how we can help you get the benefits you deserve.
Cary Runnells - State Farm Insurance Agent
Cary Runnells - State Farm Insurance Agent is a trusted insurance agency located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California. With over 20 years of experience in the industry, Cary believes in the State Farm good neighbor mission of helping people plan for the future and recover from the unexpected. Serving the greater Conejo Valley area, including Newbury Park, Westlake Village, Oak Park, and Agoura Hills, Cary and his professional team offer a holistic approach to insurance coverage and risk management. They provide a range of insurance services including auto, home, property, business, and life insurance, as well as financial services. Cary is dedicated to supporting his community, and outside the office, enjoys spending time with his family and serving as a member of the local Rotary Club. Whether you need a free quote or have questions about insurance, Cary Runnells - State Farm Insurance Agent is here to help.
Farmers Insurance - Timothy Neal
Farmers Insurance - Timothy Neal is a local insurance agency located at 325 East Hillcrest Drive in Thousand Oaks, California. Timothy Neal, a resident of California for nearly 45 years, takes pride in serving the Thousand Oaks community and surrounding areas. With over 10 years of experience as a former business owner in the restaurant industry, Timothy understands the importance of finding the right insurance coverage tailored to each client's needs. Whether you are looking for home insurance, earthquake insurance, auto insurance, recreational vehicle coverage, or business insurance, Timothy Neal is dedicated to ensuring that his clients are well taken care of. Conveniently located just off the 101 Freeway at Moorpark Road, Timothy's office is easily accessible for all your insurance needs.
Health Insurance Services
Health Insurance Services is a leading insurance agency located at 2060 East Avenida De Los Arboles in Thousand Oaks, California. We specialize in providing comprehensive health insurance coverage for individuals and families. Our team of experienced agents is dedicated to helping our clients find the right insurance plan that fits their needs and budget. Whether you are looking for coverage for medical expenses, prescription drugs, or preventive care, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
New York Life
New York Life, located at 1534 North Moorpark Road in Thousand Oaks, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks assistance, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, designed to help pay for college or other education expenses, and even allows you to start receiving income now with the potential for additional earnings. New York Life provides expertise and guidance to create an investment strategy tailored to your needs, as well as help with estate planning to protect your legacy.
Aflac Insurance: Wayne Hagler
Aflac Insurance: Wayne Hagler is an insurance agency located at 2710 Cedarwood Place, Thousand Oaks, California, United States. At our institution, we offer a wide range of insurance policies to help you feel confident about your coverage. We provide cash benefits for covered accidents, serious health events, and positive diagnoses to alleviate financial worries. Our services also include assistance with deductibles, co-pays, hospital stays, dental coverage, and eye care. Aflac allows you to provide essential financial protection for your loved ones and employees. Explore the opportunity to become an Aflac insurance agent and discover the unlimited potential and flexibility that comes with it. Please note that individual insurance and group dental and vision insurance are offered by American Family Life Assurance Company of Columbus, except in New York where both group and individual coverage is offered by American Family Life Assurance Company of New York. Group policies are offered by Continental American Insurance Company (CAIC). Aflac Benefit Solutions, Inc. administers dental and vision plans. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, or the Virgin Islands and are offered by Continental American Insurance Company (CAIC). Tier One Insurance Company underwrites Direct to Consumer Business in California.
Trietsch Insurance Benefits
Trietsch Insurance Benefits, located on West Gainsborough Road in Thousand Oaks, California, is a health and insurance agency dedicated to providing affordable and flexible life insurance solutions. They strive to make life insurance accessible to everyone, regardless of age or health condition, offering a wide range of coverage options to fit any budget. With a commitment to safeguarding your loved ones' future, Trietsch Insurance Benefits gives you peace of mind. In addition to life insurance, Trietsch Insurance Benefits offers a variety of health insurance plans tailored to fit your lifestyle and budget. From hospitalization to prescription drugs, their coverage includes all the essentials to keep you and your family protected. Whether you're an individual or looking for family coverage, they have a plan for you.
Mission Wealth Management
Mission Wealth Management is a leading finance institution located at 370 North Westlake Boulevard in Thousand Oaks, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a comprehensive approach to wealth management, we provide tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for college, or looking to grow your investments, Mission Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and make informed decisions that will lead to long-term success.
Farmers Insurance - Jason Munro
Farmers Insurance - Jason Munro is an insurance agency located at 25 Rolling Oaks Drive, Thousand Oaks, California. As a local Farmers® agent, Jason Munro helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Jason has the knowledge and experience to help you understand your options. With over 80 years of experience, Farmers® has been providing insurance products to protect your most valuable possessions. Whether you need coverage for your home, car, life, or business, Jason Munro can help you create a personalized plan to ensure you are properly protected.
Kurt Weston - State Farm Insurance Agent
Kurt Weston - State Farm Insurance Agent is a reputable insurance agency located at 516 Pennsfield Place, Thousand Oaks, California, United States. Just one block east of Moorpark Rd, between Wilbur Rd and Brazil St. on Pennsfield Pl., Kurt Weston and his experienced team are dedicated to providing exceptional customer service for all your insurance needs. Whether you need auto, home, condo, renters, small business, life, or health insurance, we are here to help protect you and your family. With a focus on helping people manage risks, recover from the unexpected, and achieve their dreams, our agency offers no-obligation life insurance consultations to ensure you have adequate coverage. Contact us today for personalized assistance and a remarkable customer experience. Our team is ready to assist you with any questions or concerns you may have. Remember, we are just a call, text, or email away.
Farmers Insurance - Valerie Vollmer Nabonne
Farmers Insurance - Valerie Vollmer Nabonne is an insurance agency located at 888 East Thousand Oaks Boulevard, Thousand Oaks, California, United States. Valerie Vollmer Nabonne, the local agent, has over 18 years of experience in the insurance industry and is dedicated to providing coverage for home, renters, life, commercial insurance, and more. She takes the time to listen to each client's specific needs and builds personal relationships to ensure the best coverage for their assets. Valerie lives in Conejo Valley with her family and enjoys outdoor activities like camping, boating, and spending time at the beach. Whether you need auto, home, life, renters, or business insurance, Valerie is here to help you make informed decisions to protect what matters most to you. Contact her for a personalized insurance plan today.
Farmers Insurance - Richard Cisowski
Farmers Insurance - Richard Cisowski is a trusted insurance agency located at 555 Saint Charles Drive in Thousand Oaks, California, United States. Specializing in providing comprehensive insurance solutions for individuals, families, and businesses, this agency is dedicated to helping clients protect what matters most to them. With a focus on personalized service and tailored insurance plans, Farmers Insurance - Richard Cisowski strives to provide peace of mind and financial security to all of their valued customers. Contact them today to discuss your insurance needs and explore the range of coverage options available.
Abraham Ryngler Insurance
Abraham Ryngler Insurance is a trusted insurance agency located at 315 Arneill Road in Camarillo, California. With over 20 years of experience in the industry, our team of experts can help you find the right insurance products to meet your needs. As an independent agency, we have access to a variety of insurers and coverages, ensuring that we can tailor a policy specifically for you. Abraham Ryngler himself started the agency in 1990 in Thousand Oaks, California, and has since worked in all lines of insurance as an owner producer. Our team also includes Rafael, who values honesty and hard work in the insurance industry, and Robert, who started as a Customer Service Rep in 2014.
Farmers Insurance - Greg Safady
Farmers Insurance - Greg Safady is a family-oriented insurance agency located at 2625 Townsgate Road, Westlake Village, California. As a local Farmers agent with over a decade of experience in the insurance industry, Greg Safady provides a one-stop shop for all insurance needs, including auto, home, life, earthquake, and business insurance. The agency is community service-driven and a member of the Conejo Valley Chamber. Greg Safady takes pride in offering comprehensive coverage and personalized service to clients in Thousand Oaks, CA, and invites you to join the Farmers Family. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Greg Safady can help you customize a plan to protect your assets and provide financial support for your loved ones. Contact Greg Safady today for a consultation and learn about insurance discounts that can help you save money.
Palamar Tax
Palamar Tax, located at 470 South Rancho Santa Fe Road in San Marcos, California, is a premier accounting and finance institution. With over 30 years of experience, ABMG has been providing top-notch accounting services in the Los Angeles area, catering to entertainment professionals such as actors, writers, producers, musicians, and those in the sports industry. At Palamar Tax, we understand that financial management goes beyond just numbers. Our team of experts works closely with assistants, agents, managers, attorneys, and families to provide comprehensive tax, estate, financial, and investment guidance. We strive to reduce the amount of taxes owed and ensure a comfortable future for our clients.
Hofer & Associates Wealth Management
Hofer & Associates Wealth Management is a leading finance institution located at 90 Thousand Oaks Boulevard in the beautiful city of Thousand Oaks, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today and let us help you take control of your finances and achieve financial success.
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